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How to Transfer Ownership of Your Business

June 16, 2021
As a business owner getting ready to retire, you may be wondering what will happen to your business now that you’re not interested in being involved in the day-to-day. There are a variety of options for transferring...

Five Strategies to Pay for Eldercare

May 28, 2021
Most people will require eldercare at some point in their life, but unfortunately, Medicare doesn’t cover the cost of this long-term care. If you think you might eventually reach an age where living on your own will become...

The Pros and Cons of an Irrevocable Trust

April 16, 2021
If you’re thinking about creating a plan for how your estate should be handled, then you’re probably wondering whether you should create a will or a trust as part of your estate plan. While there are some definite...

How to Handle a Serious Unexpected Illness

March 31, 2021
If you’re a fan of the HBO series Succession, then you know that a serious and unexpected illness that leaves you incapacitated can spell big trouble for your family, particularly if you’re a high net worth individual....